Northwest Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Northwest Financial Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,975	Closed	-$578K	–	102
2025 Q2	$578K	Buy	2,975 +340	+13%	+$63K	0.81%	36
2025 Q1	$496K	Sell	2,635 -83	-3%	-$15.8K	0.41%	61
2024 Q4	$503K	Buy	2,718 +2,417	+803%	+$464K	0.42%	60
2024 Q3	$57.1K	Buy	+301	New	+$54.8K	0.05%	209
2024 Q1	–	Sell	-576	Closed	-$95.2K	–	296
2023 Q4	$95.2K	Buy	+576	New	+$89K	0.08%	145

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwest Financial Advisors's IWD Position: Q3 2025 in Review

Northwest Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 2,975 shares — an estimated $578K sold.

Northwest Financial Advisors first reported a position in IWD in Q4 2023 and held it in 5 quarters. The position peaked at $578K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Northwest Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Northwest Financial Advisors sold 2,975 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $578K.
Northwest Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 5 quarters.
Northwest Financial Advisors's iShares Russell 1000 Value ETF position peaked at $578K in Q2 2025.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Northwest Financial Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.